Hedge fund managing partner Dmitry Balyasny taps AI as largest tail risk for 2026


Dmitry Balyasny, CEO and Managing Partner at Balyasny Asset Management L.P., speaks during the Skybridge Capital SALT New York 2021 conference in New York City, U.S., September 13, 2021. REUTERS/Brendan McDermid

ABU DHABI, Dec 9 (Reuters) - Hedge fund Balyasny Asset Management's managing partner said on Tuesday that the largest tail risk for the year ahead is if artificial intelligence surprises on the upside or the downside.

Dmitry Balyasny, managing partner and the firm's chief investment officer, said if there was a fall-off in demand and AI companies --- especially so-called hyper-scalers -- changed their spending plans because they did not achieve the monetization they needed, this would be a surprise to the downside.

Also, an outside risk the hedge fund manager was watching for was if the AI industry took off faster than expected, causing job losses before employees were able to retrain for other opportunities, he said during a fireside chat at Abu Dhabi Finance Week.

"Either of those scenarios could create some instability, but I think the more likely outcome is that it continues to grow the way that it has," he said.

Balyasny Asset Management manages $31 billion.

(Reporting by Nell Mackenzie; Editing by Dhara Ranasinghe)

Follow us on our official WhatsApp channel for breaking news alerts and key updates!

Next In Tech News

ICEBlock app maker sues Trump administration over its pressure on Apple to remove app
Stellantis partners with Bolt for 2026 driverless ride-hailing trials in Europe
Bitcoin's 2025 rollercoaster may end on a low
Google faces EU antitrust investigation into AI Overviews, YouTube
Reddit adds global teen safety features ahead of Australia ban
AI videos have flooded social media. No one was ready.
AI browsers aren’t smart enough yet to take over the Internet
Reddit says Australia's under-16 social media ban 'legally erroneous'
Google says first AI glasses with Gemini will arrive in 2026
Data centres: a view from the inside

Others Also Read